Filed August 28, 2020
Total covered: 3 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,425 | $154,228-0.5% | $145,433+5.5% | $137,256+11.8% |
| Participation rate | 65.2% | 83.8%-18.6pp | 82.1%-16.9pp | 80.0%-14.7pp |
| Annual return | 17.84% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,956 | $4,804-59.3% | $4,554-57.0% | $4,156-52.9% |
| Participant deferral / active EE | $6,018 | $8,216-26.8% | $7,897-23.8% | $6,407-6.1% |
| Admin fee / account holder | $12,767 | $14,344-11.0% | $13,129-2.8% | $12,270+4.0% |